How to Use a Content Library for Sales Proposals
By Declan · Updated May 2026
Swap in pre-approved content blocks from your Content Library to tailor a proposal to a specific group without leaving the editor.
The Content Library is where your team keeps pre-approved, pre-styled blocks — property features, activities, ballroom layouts, and more — ready to drop into any proposal. Use it to tailor a SendSite to a specific group in seconds, without copying from old files or breaking your template’s formatting.
Review the proposal and identify what to swap
Open the proposal you’re personalizing and look for sections that don’t fit this group. For example, your base template might include a Golf block, but the planner has told you the group is more interested in shopping and dining.
Open the Content Library
In the section where you want to make a change, choose to add a new section and select Browse Company Library. This opens your organization’s shared repository of approved content blocks.
Anything in the Company Library has already been reviewed and styled to match your brand, so you don’t need to worry about fonts, spacing, or image sizing.
Pick a relevant block
Navigate to the folder that fits the swap — for example, Activities — and choose a block that matches the group’s interests, like Shopping. The block drops into the proposal fully formatted.
Personalize the new block
Click directly into the text to add a tailored note for the planner, such as a quick line about why this fits their group. Small personal touches signal that the proposal was built for them, not pulled from a template.
Remove the section you replaced
Delete the original block (in this example, the Golf section) so the proposal stays focused on what’s relevant to this group.
Add more sections as the conversation evolves
If the planner asks for something new — say, ballroom layouts or event space details — open the Library again, find the matching folder (like Ballrooms), and drop in the pre-built section. You can keep expanding the proposal without leaving the editor.
Treat the Content Library as your fastest path to personalization. The more your team contributes well-organized, on-brand blocks, the faster every rep can tailor proposals on the fly.
What success looks like
A proposal built this way feels custom to the planner but takes only a few minutes to assemble. Every section is on-brand, the irrelevant template content is gone, and the personalized notes make it clear the proposal was put together with their group in mind.
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